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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,413
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$125M
3
+$123M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$118M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$146M
3
+$118M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$82.5M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.77%
3 Financials 4.17%
4 Industrials 2.78%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3601
$2K ﹤0.01%
670
3602
$2K ﹤0.01%
+88
3603
$2K ﹤0.01%
+711
3604
$2K ﹤0.01%
309
-8,681
3605
$2K ﹤0.01%
143
3606
$2K ﹤0.01%
660
3607
$2K ﹤0.01%
53
-348
3608
$2K ﹤0.01%
183
3609
$2K ﹤0.01%
102
-276
3610
$2K ﹤0.01%
91
3611
$2K ﹤0.01%
240
+54
3612
$2K ﹤0.01%
224
+195
3613
$2K ﹤0.01%
474
3614
$2K ﹤0.01%
192
-89
3615
$2K ﹤0.01%
450
3616
$2K ﹤0.01%
+546
3617
$2K ﹤0.01%
+57
3618
$2K ﹤0.01%
212
+162
3619
$2K ﹤0.01%
93
-748
3620
$2K ﹤0.01%
100
3621
$2K ﹤0.01%
72
+22
3622
$2K ﹤0.01%
+42
3623
$2K ﹤0.01%
85
+51
3624
$2K ﹤0.01%
677
+500
3625
$2K ﹤0.01%
234
+186
143 144
145
146 147